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Technology

What do Santa Claus and gaming companies have in common? Part 2

After having written about Santa Claus and the origins of the Finish gaming industry in our previous blog post, we will now zoom into the Finnish gaming industry a bit more.

Global Challengers: TSMC

Taiwan Semiconductor Manufacturing Co. (TSMC) is another great example of the type of companies we are looking for in our emerging markets universe. This time, we will be highlighting a company that has long ago already evolved from a “Global Challenger” into a “Global Leader”. TSMC in fact pioneered the dedicated foundry industry and today still has the largest market share worldwide by far.

What do Santa Claus and gaming companies have in common? (Part 1)

Everyone knows Finland houses “the real” Santa Claus, or simply Santa. However, not many among us may be aware that Finland has also given birth to some of the most successful games companies in the world today.

Passive investment and gigantism in the tech sector: a dangerous cocktail?

The combination of all-encompassing gigantism in the technology sector and blind buying in passive investment products could, however, turn out to be dangerous if everybody wants to head for the exit.